stock recommendation

[Portfolio stock]: Pokarna…leading exporter of Quartz from India…Coverage closure update

February 7, 2025

In Feb’24 we had recommended Pokarna (NSE – POKARNA) to Alpha/Alpha + members. It is one of the largest exporters of Quartz surfaces from India.   The detailed Feb’24 initiation report on Pokarna can be read at the following link (free access, no login required) – Click HERE This mail is just to share an update that yesterday, we closed the coverage on the stock. The reasons for coverage closure are as follows.   Update: On 18th Jan’25, we released a new stock recommendation under “Insider Bets“ subscription which…

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[New Stock Reco]: Strong growth Chemical Stock available at < 1 time book value

October 8, 2024

2 days back, we released new stock recommendation for Alpha and Alpha + Members and would like to share with you details on the same. It’s a Chemical company and we are considering it as medium-long term cyclical investment opportunity. The company has very good scope for improvement in profitability and due to the downcycle of the industry, the stock is available at very attractive valuations. Here are some interesting details about the stock: Chemical company Strong growth – 8.5% volume CAGR…

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Today: Release of New Stock Recommendation for Alpha/Alpha + members

August 4, 2024

Hello Sir, Hope you are doing well. Today, we will release our new stock recommendation for our Alpha and Alpha + Members Interesting details about the stock: Cement company Strong growth – 12% volume CAGR and 15% + sales CAGR over the last 10 years Integrated cement plant with captive limestone mines and captive power Expanding capacity by 20% + in FY 25 Balance sheet – Low absolute debt and lowest debt equity ratio in the last 10 years Scope for improvement…

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[Portfolio stock]: FIEM Industries…leading Auto Lamps maker

January 25, 2024

Hello Sir, Hope you are doing well. It’s said that investments in good companies tend to be rewarding. There’s a great example of the same for us – FIEM Industries (NSE: FIEMIND). We initiated the stock recommendation on FIEM Industries for our Alpha and Alpha + members back in July 2019 around 360 odd levels. You can read the initiation report HERE We continue to hold the stock since then (CMP – 2,365). The company has also paid cumulative dividend of Rs 83/- since then. The best part is,…

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